Robertson Stephens Wealth Management, LLC

Position in BNY — Bank of New York Mellon Corp

CIK 1767307 San Francisco, CA

Position in BNY

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$304,982

+$44,827 QoQ

Shares Held

2,109

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,421

of 1,868 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $43,215,091 across 5 Banks - Diversified names. BNY ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	75,156	$24,600,813
2	BAC	Bank Of America Corp /De/	225,797	$12,865,913
3	WFC	Wells Fargo & Company/Mn	40,539	$3,350,142
4	C	Citigroup Inc	14,956	$2,093,241
5	BNY	Bank of New York Mellon Corp This page	2,109	$304,982

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$304,982	2,109	-3.8%	Shares	Sole	2026-07-29
2026-03-31	$260,155	2,193	-2.8%	Shares	Sole	2026-04-28
2025-12-31	$262,015	2,257	+7.2%	Shares	Sole	2026-02-02
2025-09-30	$229,360	2,105	-23.5%	Shares	Sole	2025-11-12
2024-12-31	$211,359	2,751	-1.8%	Shares	Sole	2025-01-27
2024-09-30	$201,208	2,800	-60.1%	Shares	Sole	2024-11-12
2022-03-31	$348,055	7,013	-1.0%	Shares	Sole	2022-05-16
2021-12-31	$411,322	7,082	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.